Swiss Finance Management International Sa is an SEC registered investment adviser. Its latest Form ADV filing, dated February 12, 2026, reports $59M in regulatory assets under management, 8 employees, 1 office, and 26 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.8% of total clients.
Top client categories% of clientsClients
1
HNWI
78.8%
26
2
Individuals
18.2%
6
3
Corporations
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$59Mas of February 12, 2026
Discretionary27.6%
$16M
28% of total RAUM27.6%
Non-discretionary72.4%
$43M
72% of total RAUM72.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$59M
Total Accounts26
10Y AUM Change$-41M (-41.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee4:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.